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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
Branch Locations
7970 Cooper Creek Blvd , Bradenton, FL 34201 • United States
Punta Gorda, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
| Truist Advisory Services Inc. | Nokomis | FL | 10/2022 | 05/2026 |
| Truist Investment Services Inc. | Nokomis | FL | 10/2022 | 05/2026 |
| Truist Bank | Nokomis | FL | 10/2013 | 10/2022 |
1. SMARTPRO, 7970 COOPER CREEK BLVD, BRADENTON FL 34201, 06/01/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 05/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-05 |
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